Alger 35 ETFATFVETF
13F holders, Q4 2025 (December 31)24holders +3
6new positions
4sold out
$34.93avg. 13F price*
At the end of Q4 2025, 24 institutions reported holding Alger 35 ETF (ATFV) in their 13F filings, up 3 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were Mountain Capital Investment Advisors Inc. ($37.1M), Fred Alger Management, LLC ($13.8M) and LPL Financial LLC ($7.4M).
- Company
- Alger 35 ETF
- Filed as
- THE ALGER ETF TRUST (Q4 2025)
- CUSIP
- 015564206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.0M |
| Exits | 4 | $1.0M |
All 13F filers, Q3 2025 → Q4 2025: 560,887 shares bought and 30,020 shares sold, net +530,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Mountain Capital Investment Advisors Inc. | 5.98% | Add +25.4% | 1,058,318 | $37.1M |
| Fred Alger Management, LLC | 0.05% | Add +0.0% | 395,038 | $13.8M |
| LPL Financial LLC | 0.00% | Add +58.4% | 210,981 | $7.4M |
| Mariner, LLC | 0.00% | Add +5.6% | 97,876 | $3.4M |
| Vista Investment Partners Ii, LLC | 1.45% | New | 96,369 | $3.4M |
| Chilton Investment Co. Inc. | 0.07% | Add +13.0% | 93,407 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 79,227 | $2.8M |
| Cfo Capital Management LLC | 1.52% | — | 58,363 | $2.0M |
| Castle Rock Wealth Management, LLC | 0.29% | Add +8.0% | 39,811 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +373.2% | 33,232 | $1.2M |
| DAVENPORT & Co LLC | 0.00% | Add +5.3% | 25,485 | $889K |
| NewEdge Advisors, LLC | 0.00% | Add +8.0% | 18,257 | $637K |
| Avior Wealth Management, LLC | 0.02% | Add +44.7% | 17,108 | $597K |
| Commonwealth Equity Services, LLC | 0.00% | Add +46.4% | 13,774 | $480K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 9,439 | $329K |
| Worth Asset Management, LLC | 0.13% | Add +52.5% | 8,999 | $314K |
| Foundations Investment Advisors, LLC | 0.00% | New | 8,900 | $310K |
| Harbour Investments, Inc. | 0.01% | Add +3458.8% | 8,541 | $298K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -7.5% | 8,390 | $293K |
| Global Retirement Partners, LLC | 0.00% | New | 5,223 | $182K |
| AdvisorNet Financial, Inc | 0.00% | New | 490 | $17K |
| Cwm, LLC | 0.00% | Reduce -37.2% | 353 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 10 | $349 |
| Morgan Stanley | 0.00% | No change | 1 | $66 |
"% of holder's portfolio" is ATFV's weight in each manager's 13F, not the share of Alger 35 ETF the manager owns.